-99.9%
AMIX vs LPLA
+22.5%
-122.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -9.9% | -0.9% | -8.9% | -9.8% |
| 30D | -52.8% | -9.5% | -43.3% | -52.7% |
| 3M | -80.0% | -21.9% | -58.2% | -80.0% |
| 6M | -80.2% | -2.6% | -77.6% | -81.3% |
| YTD | -88.1% | -17.8% | -70.3% | -88.3% |
| 1Y | -91.1% | -21.2% | -69.9% | -91.1% |
| All | -99.9% | +22.5% | -122.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling